Marketing Professional

Overview

• Collaborate with various departments to manage and respond to client reporting, RFPs, RFIs, and DDQs efficiently.
• Ensure accuracy and timeliness in maintaining consultant and third-party databases with firm-level data.
• Develop strategic proposal content and investment process language with subject matter experts.
• Assist in creating and editing marketing and client service collateral materials.
• Work in a hybrid environment requiring strong organizational and communication skills.
• Opportunity to contribute to the marketing strategies of a dynamic asset management firm.

Key Responsibilities & Duties

• Prepare, write, and respond to RFPs, RFIs, DDQs, and other client data requests.
• Maintain and update responses in the RFP database and ensure content accuracy.
• Collaborate with internal teams to manage the RFP process and develop strategic content.
• Edit peer RFPs and DDQs to ensure quality and consistency.
• Update consultant databases with accurate and timely product and firm-level data.
• Liaise with Sales, Product Management, Compliance, and other departments to meet client needs.
• Assist in preparing and maintaining marketing and client service materials.

Job Requirements

• Bachelor's degree in Business, Economics, Finance, Marketing, or related field preferred.
• 3-7 years of experience in marketing, product marketing, or RFP within the asset management industry.
• Proficiency with RFP platforms like RocketDocs and advanced Excel skills.
• Strong understanding of investment concepts and fund structures.
• Highly organized, detail-oriented, and capable of managing multiple projects under tight deadlines.
• Excellent communication skills for translating technical information into client-ready messaging.
• Ability to interact effectively with all levels of staff and clients.
• Knowledge of Microsoft Office and familiarity with consultant databases like eVestment.